ADAR1 Capital Management’s Fulcrum Therapeutics FULC Stock Holding History

ADAR1 Capital Management’s Portfolio FULC Stock Details FULC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.73M	Buy	1,565,029 +1,434,469	+1,099%	+$8.73M	0.26%	89
2026 Q1	$1M	Sell	130,560 -1,123,189	-90%	-$10.4M	0.06%	162
2025 Q4	$14.2M	Buy	1,253,749 +912,137	+267%	+$9.28M	1.04%	21
2025 Q3	$3.14M	Buy	341,612 +288,263	+540%	+$2.09M	0.3%	61
2025 Q2	$367K	Sell	53,349 -437,183	-89%	-$2.34M	0.06%	130
2025 Q1	$1.41M	Buy	490,532 +294,284	+150%	+$1.08M	0.26%	68
2024 Q4	$922K	Buy	196,248 +140,446	+252%	+$518K	0.18%	84
2024 Q3	$199K	Sell	55,802 -312,567	-85%	-$2.32M	0.03%	163
2024 Q2	$2.28M	Buy	368,369 +28,544	+8%	+$216K	0.43%	40
2024 Q1	$3.21M	Sell	339,825 -297,580	-47%	-$2.66M	0.73%	25
2023 Q4	$4.3M	Buy	+637,405	New	+$2.83M	1.54%	17

Other funds holding FULC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ADAR1 Capital Management's FULC Position: Q2 2026 in Review

ADAR1 Capital Management increased its Fulcrum Therapeutics (FULC) stake by 1,099% in Q2 2026, buying an estimated $8.73M and bringing the position to 1,565,029 shares worth $5.73M. The position accounts for 0.26% of the portfolio, ranked #89.

ADAR1 Capital Management first reported a position in FULC in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.2M in Q4 2025. 155 funds tracked by Wall St. Rank hold FULC as of Q2 2026.

ADAR1 Capital Management held 1,565,029 shares of Fulcrum Therapeutics worth $5.73M as of Q2 2026.
ADAR1 Capital Management bought 1,434,469 Fulcrum Therapeutics shares in Q2 2026, an estimated $8.73M.
Fulcrum Therapeutics made up 0.26% of ADAR1 Capital Management's portfolio in Q2 2026, its #89 holding.
ADAR1 Capital Management first reported a position in Fulcrum Therapeutics in Q4 2023 and has held it in 11 quarters since.
ADAR1 Capital Management's Fulcrum Therapeutics position peaked at $14.2M in Q4 2025.
155 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q2 2026.

Based on ADAR1 Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.